Jefferies Financial Group’s SoFi Technologies SOFI Stock Holding History

Jefferies Financial Group’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.16M	Buy	455,000 +70,000	+18%	+$1.19M	0.05%	290
2026 Q1	$6.11M	Buy	385,000 +65,000	+20%	+$1.37M	0.04%	299
2025 Q4	$8.38M	Buy	320,000 +234,000	+272%	+$6.52M	0.04%	368
2025 Q3	$2.27M	Buy	86,000 +36,000	+72%	+$854K	0.01%	604
2025 Q2	$911K	Buy	+50,000	New	+$659K	0.01%	764
2023 Q4	–	Sell	-200,000	Closed	-$1.6M	–	1973
2023 Q3	$1.6M	Sell	200,000 -100,000	-33%	-$879K	0.01%	681
2023 Q2	$2.5M	Buy	+300,000	New	+$1.96M	0.02%	589

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's SOFI Position: Q2 2026 in Review

Jefferies Financial Group reduced its SoFi Technologies (SOFI) stake by 15% in Q2 2026, selling an estimated $2.89M and leaving 964,203 shares worth $17.3M. The position accounts for 0.11% of the portfolio, ranked #162.

Jefferies Financial Group first reported a position in SOFI in Q4 2022 and has held it in 10 quarters since. The position peaked at $18M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Jefferies Financial Group held 964,203 shares of SoFi Technologies worth $17.3M as of Q2 2026.
Jefferies Financial Group sold 170,602 SoFi Technologies shares in Q2 2026, an estimated $2.89M.
SoFi Technologies made up 0.11% of Jefferies Financial Group's portfolio in Q2 2026, its #162 holding.
Jefferies Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 10 quarters since.
Jefferies Financial Group's SoFi Technologies position peaked at $18M in Q1 2026.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.